Luther King Capital Management (LKCM)
ATEC icon

Luther King Capital Management (LKCM)’s Alphatec Holdings ATEC Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Buy
944,756
+84,601
+10% +$1.23M 0.04% 173
2025
Q4 		$18.1M Buy
860,155
+1,571
+0.2% +$29.1K 0.07% 139
2025
Q3 		$12.5M Hold
858,584
– – 0.05% 156
2025
Q2 		$9.53M Sell
858,584
-786
-0.1% -$9.03K 0.04% 174
2025
Q1 		$8.71M Buy
859,370
+137,901
+19% +$1.48M 0.04% 169
2024
Q4 		$6.62M Sell
721,469
-49,808
-6% -$398K 0.03% 202
2024
Q3 		$4.29M Sell
771,277
-291,443
-27% -$2.24M 0.02% 245
2024
Q2 		$11.1M Buy
1,062,720
+136,492
+15% +$1.59M 0.05% 148
2024
Q1 		$12.8M Buy
926,228
+7,158
+0.8% +$106K 0.06% 142
2023
Q4 		$13.9M Buy
919,070
+49,851
+6% +$596K 0.07% 143
2023
Q3 		$11.3M Sell
869,219
-31,276
-3% -$490K 0.06% 139
2023
Q2 		$16.2M Sell
900,495
-96,634
-10% -$1.51M 0.08% 125
2023
Q1 		$15.6M Sell
997,129
-74,882
-7% -$1.06M 0.08% 124
2022
Q4 		$13.2M Sell
1,072,011
-314,658
-23% -$3.17M 0.07% 127
2022
Q3 		$12.1M Buy
1,386,669
+239,985
+21% +$1.9M 0.07% 132
2022
Q2 		$7.5M Buy
1,146,684
+131,799
+13% +$1.21M 0.04% 157
2022
Q1 		$11.7M Buy
1,014,885
+313,073
+45% +$3.39M 0.06% 142
2021
Q4 		$8.02M Sell
701,812
-249,547
-26% -$2.95M 0.04% 155
2021
Q3 		$11.6M Buy
951,359
+791,819
+496% +$11M 0.06% 138
2021
Q2 		$2.44M Buy
+159,540
New +$2.46M 0.01% 298

Other funds holding ATEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Luther King Capital Management (LKCM)'s ATEC Position: Q1 2026 in Review

Luther King Capital Management (LKCM) increased its Alphatec Holdings (ATEC) stake by 9.8% in Q1 2026, buying an estimated $1.23M and bringing the position to 944,756 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #173.

Luther King Capital Management (LKCM) first reported a position in ATEC in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.1M in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Luther King Capital Management (LKCM) held 944,756 shares of Alphatec Holdings worth $10.3M as of Q1 2026.
  • Luther King Capital Management (LKCM) bought 84,601 Alphatec Holdings shares in Q1 2026, an estimated $1.23M.
  • Alphatec Holdings made up 0.04% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #173 holding.
  • Luther King Capital Management (LKCM) first reported a position in Alphatec Holdings in Q2 2021 and has held it in 20 quarters since.
  • Luther King Capital Management (LKCM)'s Alphatec Holdings position peaked at $18.1M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.